+216.3%
USFD vs VSAT
+51.9%
+164.4%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +5.0% | -5.4% | -0.8% |
| 7D | -3.0% | +11.8% | -14.8% | -4.0% |
| 30D | +3.5% | -7.0% | +10.6% | +4.1% |
| 3M | +26.6% | +3.3% | +23.3% | +25.0% |
| 6M | +11.7% | +57.4% | -45.7% | +5.3% |
| YTD | +38.1% | +118.6% | -80.4% | +25.8% |
| 1Y | +33.4% | +150.2% | -116.8% | +19.2% |
| 3Y | +155.8% | +160.7% | -4.9% | +118.0% |
| All | +216.3% | +51.9% | +164.4% | +180.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VSAT.
Daily Out/Under-Performance
Portfolio return minus VSAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSAT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded VSAT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling